The Save For Later option allows you to save client services and items added to the Checkout screen and check them out later. This is great if you get interrupted while checking out a customer and need to leave the Checkout page.
Watch the video or follow the steps below to learn more.
- Click Checkout.
- Select a customer:
- The In Today tab shows customers who have appointments that day.
- The All Customers tab shows your customer list.
- Save for Later shows customers previously chosen to save for later.
- Add services, products, etc., to the customer's cart.
- Click Checkout and then Save For Later on the drop-down menu.
You can see the customer on the Save For Later list.
Manage Save For Later entries:
You'll see any Save For Later customers on the main checkout screen.
To remove one from the list, hover over the customer, click the X, and confirm on the pop-up dialog.
To check out the customer, click their Save For Later box. This opens the saved transaction on the Checkout screen so that you can collect payment.
Clients are displayed in ascending order based on the created date and time.
Save For Later list
Click the Save For Later tab to see an alphabetic list of all customers who have Save For Later records. Click one to open the Checkout screen so that you can collect payment.
Maximum 20 Records
You can save up to 20 records or customers at a time. If you try to save more clients to the Save For Later list, you'll get a message stating that you've gone over the maximum limit. Click Delete to delete the last record from the list to make room for the new one you're trying to add.